LPL Financial
47yrs
Top advisor by experience in San Diego
22yrs
Isaiah Mitchell
Financial advisor at LPL Financial
Isaiah Mitchell has worked in the financial industry for 22 years and is a fiduciary financial advisor based in San Diego, California. After a year at Independent Financial Group, Isaiah joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office4707 Executive Dr, San Diego, CA 92121
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- Nov 2016 – Mar 2018Independent Financial Group, LLCPreviously
Contact Isaiah
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Isaiah. 4707 Executive DrSan Diego, CA 92121Office · Get directions Facebook pageLPL Financial
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Questions to ask Isaiah
Tailored to Isaiah’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Isaiah
How do I contact Isaiah?
Call LPL Financial at (704) 733-3300 and ask for Isaiah Mitchell. Isaiah works from the San Diego, CA office.
How long has Isaiah been a financial advisor?
Isaiah has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Isaiah hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Isaiah a fiduciary?
Isaiah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Isaiah paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Isaiah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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